What is the Medical Invoice Template in Google Docs and Sheets format?
The medical invoice template is an automated billing document that simplifies invoice creation and assists receptionists and assistants in managing appointments and other tasks.
The medical invoice template is designed to itemize total charges for medical services. The template provides both parties, the patient and the hospital; it aims to provide a clear understanding of the services rendered and the hospital’s rights.
This invoice template is available in Google Docs, Google Sheets, PDF, Excel, and Word and is fully customizable, including the necessary sections and information that suits the medical field.
The template includes a service and product table, along with a final payment summary and instructions. You can easily share the invoice via email in various digital formats by converting it to Word, PDF, a web document, or other formats.
What are the elements of the medical invoice template?
The medical invoice template is divided into four main sections. The first section, located at the top of the invoice, displays the hospital or clinic’s information and logo, followed by the invoice number and date. The second section captures the patient’s information.
The third section features a table for services and medicine, which can be easily edited to add or remove rows and columns, and is followed by a payment summary. Finally, a section at the bottom of the invoice is reserved for writing payment instructions if needed.
The elements of the medical invoice template are:
- Header Information: In this section you will find the business and client information, and shipping addresses if needed.
- Invoice Details: The invoice details section contains the invoice date and number.
- Itemized Billing Table: It is the service or product table, fully customizable, auto-calculated, editable, and easy to add rows and columns.
- Remarks/Payment Instructions: It consists of total hours, hourly rate, discount, total pre-tax, tax rate, total tax, and balance due, with a feature to edit these parts and add what suits your business.
- Configuration Section: This section includes terms and instructions for this invoice type.
Why is the Medical Invoice Template for Google Docs and Sheets important?
The medical invoice template is important for every business, especially for the medical sector; it ensures a clear breakdown of treatments, consultations, and fees. This transparency enhances a practice's credibility and earns patients’ trust.
But why this template in particular? This medical invoice template simplifies the invoicing process and saves time; moreover, it is available in two formats: either choosing Google Docs or Google Sheets.
- The medical invoice template maintains the transaction between the two parties, especially for larger transactions.
- The medical invoice template records services rendered and items provided.
- It offers detailed pricing, helping both parties stay on the same page.
- It safeguards your rights and tracks your work daily, weekly, or monthly, making it easier to measure and analyze progress step by step.
- Notify the client of the agreed charges and provide clear details on prices, discounts, and applicable taxes.
- This template serves as evidence of the transaction between the two parties.
- The invoice functions as a legal agreement that outlines specific terms and conditions between both parties.
How To Fill Out Your Google Sheet Invoice
It is easy to fill out your Google Sheet or document invoice in simple steps:
- Fill the company tab
- <Your Company Name>
- <123 Street Address>
- <City, State, Zip/Post Code>
- <Phone Number>
- <Email Address>
- Then the client details
- <Contact Name>
- <Client Company Name
- <Address>
- <Phone>
- <Email>
- At the end, the project details
- <Project Name /Depth>
- <Project Description>
- Don’t forget to register the date and the invoice number.
- Enter the service items and their prices.
- Share the invoice with the client via email or print it and deliver it by hand.
Who uses the invoice template in Google Docs and Sheets?
The invoice template is beneficial to clinics, surgery centers, and hospitals. It helps B2B businesses keep records of the accuracy of sales, purchases, and payments.